What are the responsibilities and job description for the Paralegal/Fiduciary Accountant position at MMM LEGAL GROUP?
Taft is seeking an experienced Paralegal/Fiduciary Accountant to join our dynamic team of legal professionals in our Denver office.
Summary
The Paralegal/Fiduciary Accountant applies the principles of fiduciary accounting to review and analyze financial information and prepare income, estate, and gift tax returns.
Responsibilities
Taft is an Equal Opportunity Employer. The information in this posting presents general duties, tasks, and responsibilities but is not intended to be an exhaustive listing. Taft Stettinius & Hollister LLP participates in E-VERIFY.
Summary
The Paralegal/Fiduciary Accountant applies the principles of fiduciary accounting to review and analyze financial information and prepare income, estate, and gift tax returns.
Responsibilities
- Prepares and files Federal and state estate tax and gift tax returns
- Prepares and files Federal and state fiduciary income tax returns
- Prepares estate and trust accountings
- Prepares informational returns for tax exempt entities
- Estate and gift tax planning (actuarial and interest computations i.e., QPRTs, GRATs, CRATs and CLUTs)
- Maintains and updates estate and trust accounts and records (tax information)
- Responds to IRS and state tax agency audit inquiries
- Assists with estate administration tasks as needed, including probate filings, inventories, assist with collecting assets and distributing to beneficiaries
- Certified Public Accountant (CPA) License or Enrolled Agent designation a plus
- 3 years of experience working in a trust and estate practice at a law firm, CPA firm, or bank
- Bachelor’s Degree or paralegal certificate strongly desired
- Ability to communicate effectively, both orally and in writing
- Ability to organize, prioritize and multi-task, while working effectively under pressure to meet deadlines
- Ability to establish good rapport with attorneys, clients, and other staff
Taft is an Equal Opportunity Employer. The information in this posting presents general duties, tasks, and responsibilities but is not intended to be an exhaustive listing. Taft Stettinius & Hollister LLP participates in E-VERIFY.